+1,163.5%
C vs VTRS
+567.8%
+595.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +3.6% | +3.3% | +0.3% | +2.6% |
| 30D | +0.1% | -3.6% | +3.7% | +1.1% |
| 3M | +2.4% | +7.0% | -4.5% | 0.0% |
| 6M | +24.9% | +17.5% | +7.5% | +18.2% |
| YTD | +19.8% | +38.8% | -19.0% | +7.1% |
| 1Y | +44.9% | +69.2% | -24.3% | +21.1% |
| 3Y | +263.0% | +77.5% | +185.5% | +191.5% |
| 5Y | +129.5% | +39.9% | +89.6% | +94.2% |
| 10Y | +291.6% | -47.1% | +338.7% | +313.1% |
| All | +1,163.5% | +567.8% | +595.7% | +448.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling